See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,900 | $150,440+125.9% | $136,294+149.4% | $147,584+130.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.99% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $12,394 | $5,256+135.8% | $4,695+164.0% | $4,876+154.2% |
| Participant deferral / active EE | $10,049 | $6,630+51.6% | $6,247+60.9% | $5,439+84.8% |
| Admin fee / account holder | $17,634 | $10,905+61.7% | $9,243+90.8% | $10,885+62.0% |